Troy, MI Office

Team
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Highpoint Planning Partners

Multi-team

Firm-wide stats for Highpoint Planning Partners

Total advisors

114

Across 22 offices

Clients per advisor

80 High

Avg AUM per client

$510,590 Typical

HNW client ratio

36% High

About

HighPoint Advisor Group serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting (including fixed, hourly, and retainer engagements), retirement plan advisory and participant education, and acts as sponsor and manager of a wrap‑fee program.

The firm constructs client investment policies through personal consultations and implements portfolios using fundamental analysis, allocating across mutual funds, ETFs, individual equity and debt securities, REITs, and, when appropriate, options and independent managers. HPAG also uses third‑party platforms and LPL‑sponsored program platforms (including SMA, model portfolio, unified managed account, and digital advisory programs) to deliver and consolidate advisory services for clients.

Notable features in the brochure include a layered ownership and affiliation structure—HPAG is owned through entities tied to Merchant Investment Management—which provides access to affiliated “Investment Solutions” and creates disclosed conflicts of interest. The firm also discloses a 2022 SEC settlement related to mutual fund share‑class selection and describes remedial measures, and many of its investment advisor representatives are dually registered with LPL and receive platform and transition assistance that can factor into custody recommendations; HPAG reports approximately $4.783 billion in discretionary assets under management.

Based on Highpoint Planning Partners

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management

Based on Highpoint Planning Partners

Occupation focus

Founder/Business Owner Executive

Based on Highpoint Planning Partners

Location

201 West Big Beaver Road, Suite 1001

Troy MI 48084

Advisors at this office

5

Advisors at this office

user avatar

Brandon K

Series 66

Troy, MI

Highpoint Planning Partners

Brandon Kennedy is a financial advisor with Highpoint Planning Partners in Troy, MI. He holds a Series 66 designation and has 21 years of industry experience. Kennedy has been associated with Highpoint Advisor Group, operating as Kennedy Financial Group, since 2015 and has worked with LPL Financial since 2008. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis across a range of investment types and utilizing multiple advisory platforms.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Kelly A

Series 65

Troy, MI

Highpoint Planning Partners

Kelly Atkins is a Series 65-licensed advisor with HighPoint Planning Partners in Troy, MI, with three years of industry experience. Prior to his financial advisory career, he worked at General Motors for 35 years. HighPoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, utilizing fundamental analysis and diversified investment approaches across various asset classes.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Steven F

CFP®, Series 65

Troy, MI

Highpoint Planning Partners

Steven Fronrath is a CFP® professional with 8 years of industry experience, currently advising at Highpoint Planning Partners in Troy, MI. His prior roles include positions at LPL Financial and the Detroit Symphony Orchestra. Outside of finance, he holds a one-third ownership in a rock cover band, If Walls Could Talk, LLC. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations, offering discretionary asset management and comprehensive financial planning. The firm employs fundamental analysis to construct diversified portfolios and utilizes multiple platforms to deliver consolidated advisory services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Robert D

ChFC®, Series 63

Troy, MI

Highpoint Planning Partners

Robert Dopke is a financial advisor at Highpoint Planning Partners with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Highpoint Advisor Group since 2015, following a long tenure at LPL Financial, LLC beginning in 1996. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis to construct diversified investment portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Joseph A

Series 65

Troy, MI

Highpoint Planning Partners

Joseph Abbott is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Knights of Columbus Insurance and Quicken Loans. Abbott is also licensed as an insurance agent. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
View complete list of advisors at this office
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